Vise Technologies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Vise Technologies’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.9M	Hold	78,066	–	–	0.04%	385
2025 Q4	$1.9M	Sell	78,066 -17,799	-19%	-$434K	0.04%	386
2025 Q3	$2.34M	Sell	95,865 -3,226	-3%	-$78.5K	0.09%	226
2025 Q2	$2.42M	Buy	+99,091	New	+$2.41M	0.1%	215
2024 Q4	$2.41M	Sell	99,992 -342	-0.3%	-$8.28K	0.2%	109
2024 Q3	$2.46M	Sell	100,334 -12,824	-11%	-$312K	0.31%	71
2024 Q2	$2.72M	Buy	113,158 +4,738	+4%	+$114K	0.48%	45
2024 Q1	$2.61M	Buy	108,420 +3,230	+3%	+$78K	0.51%	43
2023 Q4	$2.55M	Buy	105,190 +36,148	+52%	+$868K	0.55%	43
2023 Q3	$1.65M	Sell	69,042 -9,288	-12%	-$223K	0.41%	59
2023 Q2	$1.88M	Buy	78,330 +602	+0.8%	+$14.6K	0.46%	47
2023 Q1	$1.9M	Buy	77,728 +1,096	+1%	+$26.5K	0.5%	43
2022 Q4	$1.85M	Buy	76,632 +32,472	+74%	+$783K	0.58%	38
2022 Q3	$1.07M	Buy	+44,160	New	+$1.08M	0.4%	51

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vise Technologies's SCHO Position: Q1 2026 in Review

Vise Technologies held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 78,066 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #385.

Vise Technologies first reported a position in SCHO in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.72M in Q2 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Vise Technologies held 78,066 shares of Schwab Short-Term US Treasury ETF worth $1.9M as of Q1 2026.
Vise Technologies left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.04% of Vise Technologies's portfolio in Q1 2026, its #385 holding.
Vise Technologies first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 14 quarters since.
Vise Technologies's Schwab Short-Term US Treasury ETF position peaked at $2.72M in Q2 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.